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| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC2 years Filed as: MMC SECURITIES LLC Service code 16 · EIN 13-2834414 | Consulting | $37,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$163,211 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,059 | $73,404+114.0% | $87,102+80.3% | $67,579+132.4% |
| Participation rate | 80.5% | 80.9%-0.4pp | 76.9%+3.6pp | 71.3%+9.2pp |
| Annual return | 25.77% | 48.29%-22.5pp | 28.19%-2.4pp | 378.56%-352.8pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,792 | $3,913+22.5% | $4,048+18.4% | $3,539+35.4% |
| Admin fee / account holder | -$129 | $142-190.8% | $7,491-101.7% | $142-190.4% |